- PE 150
- Topics
- Macro View
Fiscal Dominance: Structural Debt Expansion, Monetary Growth, and Rising Risk Premiums
The United States is exhibiting growing signs of fiscal dominance, a macroeconomic condition in which fiscal imperatives — persistent deficits and rising public debt — begin to influence or constrain monetary policy.
Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners
Economic growth does not happen by accident. It is the result of deliberate choices by individuals, institutions, and governments to foster a productive environment that channels savings into investments that power long-term prosperity.
U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve
In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.
The Importance of Floating Exchange Rates and Flexible Exchange Markets for Absorbing External Shocks in Developing Countries: The Cases of Colombia and Ecuador
How the case of Ecuador and Colombia teaches us about the importance of flexibility in the exchange markets during "good" and "bad" times.
